MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $436
5-Year: $764
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.43%    
36th
3-Year: 1.5%    
39th
5-Year: 7.95%    
57th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -3.01%    
29th
3-Year: -0.59%    
37th
5-Year: 1.28%    
74th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 08/01/2013

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line